Budget Checking
Compare requests against predefined budgets to prevent overspending.
34 articles
- Who can upload/sync budgets to/from Xero?
- How to sync a budget with Xero
- How to force a budget sync with Xero
- How to upload Xero budgets to ApprovalMax
- Can I track the Bills being approved with a budget from Xero?
- Does ApprovalMax take Xero documents into account during Budget Checking
- What Budget Checking filters are available for Xero budgets?
- How can I stop syncing Xero budgets?
- During what period can ApprovalMax sync budget data from Xero?
- Troubleshooting: budgets are not updated in ApprovalMax after being reuploaded in Xero and synced
- Does ApprovalMax support Xero Budget Checking in the mobile app?
- Can I use Budget Checking as a condition in workflows?
- Can I use Budget Checking as an additional approval condition in the matrix?
- Do Tracking Categories affect how Budget Checking is applied to requests?
- Does ApprovalMax support checking budgets against 0 lines?
- Does Budget Checking work with requests in a non-default currency?
- Is there a Budget Checking report available?
- How can I as an Approver use the Budget Checking feature?
- How can I change a Tracking Category for an active budget?
- How can I detect if particular costs are being allocated to a wrong or unplanned account?
- Why don't I see any Budget Checking in my Bills/Purchase Orders?
- How to set up a check period for budgets
- How to upload a budget file to ApprovalMax for Xero
- What is possible with Budget Checking
- What is out of scope with the Budget Checking feature v2?
- What is the Xero Budget Checking feature?
- How to set up Budget Checking with gross or net amounts for Xero
- Who can see Budget Checking in the request?
- What are the statuses that are shown for Budget Checking?
- Is there a way to hide budgets from the specified Approvers?
- Is there a limit on the number of budgets available for checking?
- Negative line items in Budget Checking
- Possible reasons why you cannot see Budget Checking in your Bills/Purchase Orders
- What are budget check periods?